Senior Tax Advisor
Melissa Stagman serves as a Senior Tax Advisor as part of the Carlson Capital Management team as well as with CCM Tax & Trust Administration, a commonly-held affiliate of Carlson Capital Management. Melissa works closely with the Advisory Team to deliver clients fully integrated wealth management services, lending her experience to proactive tax-related planning. As a member of the Tax Team, Melissa has responsibility for preparation, review, and completion of individual and trust tax returns and tax projections. She also participates in client meetings and serves as a tax resource for clients, providing service both individually and collaboratively with other advisors, to develop customized recommendations.
Prior to joining CCM, Melissa provided counsel regarding tax and wealth transfer strategies to high net worth families and their professional advisors for 16 years as a tax manager at RSM US. She is collaborative by nature and has experience preparing individual, trust, estate, and gift tax returns.
Melissa is a graduate of the University of Northern Iowa where she received her Bachelor of Arts in accounting. Melissa is a Certified Public Accountant (CPA) and member of the Minnesota Society of CPAs and the Association of International Certified Professional Accountants. She is an active volunteer of the Andover Girls Hockey Booster Club and bookkeeper for Sartell Youth Hockey. She lives in Andover, Minnesota, with her husband, Mike, and son and daughter, and spends most weekends at their cabin in Crosby boating, fishing, mountain biking, and snowshoeing. In her free time, she enjoys doing various DIY home remodel projects with her husband and going for walks with her Bernedoodle, Kona. She grew up a few houses over from her husband in Waseca, Minnesota.
The CCM Tax Team regularly posts articles of interest on tax planning topics, which you can find here.